Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Fidelity Fidelity Freedom 2035 K6 in their Schedule of Assets, totaling $120.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EDUCATIONAL TESTING SERVICE EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN | PRINCETON NJ | 3,512 | $982.3M | $56.9M |
| 2 | LOYOLA MARYMOUNT UNIVERSITY LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 3,137 | $538.0M | $24.4M |
| 3 | PHIBRO ANIMAL HEALTH CORPORATION |
TEANECK NJ |
| 974 |
| $175.5M |
| $9.7M |
| 4 | V-T INDUSTRIES, INC. V-T INDUSTRIES, INC. RETIREMENT/SAVINGS PLAN | HOLSTEIN IA | 1,739 | $110.6M | $8.7M |
| 5 | SAMFORD UNIVERSITY SAMFORD UNIVERSITY 403(B) SALARY DEFERRAL AND DEFINED CONTRIBUTION PLAN | BIRMINGHAM AL | 1,596 | $127.0M | $5.9M |
| 6 | FMS FINANCIAL MANAGEMENT SERVICES, LLC FMS 401(K) PLAN | FORT LAUDERDALE FL | 250 | $21.0M | $4.0M |
| 7 | PDQ ENTERPRISES, INC. PDQ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 247 | $14.3M | $2.4M |
| 8 | SOUTHERN METHODIST UNIVERSITY SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN | DALLAS TX | 2,417 | $1.1B | $1.8M |
| 9 | VECTOR NORTH AMERICA, INC. VECTOR NORTH AMERICA, INC. 401(K) PLAN | NOVI MI | 156 | $60.6M | $1.8M |
| 10 | T BANK, N.A. T BANK, N.A. EMPLOYEE SAVINGS PLAN | DALLAS TX | 172 | $14.6M | $1.6M |
